Scottsdale Wealth Advisory

Financial Advisors

If you’ve been searching for a financial planner to help you navigate your financial future now and into retirement, you’ve come to the right place. For almost two decades we’ve been helping people with investment management, financial planning, retirement planning, tax planning and much more.

At Scottsdale Wealth Advisory, it’s all about you. Our goal is to strike the right balance for each individual client, the balance between conserving and protecting assets versus investing and taking suitable risk to potentially drive higher returns over time.

There is nothing cookie-cutter about what we do. Your financial plan and retirement portfolio is developed based on your unique family situation, risk profile, time horizon—and most importantly—your dreams, desires, goals and objectives.

Services

Our investing strategy is customized based on each individual’s unique profile. We are a fee-based fiduciary providing investment management services, and as such are mandated to recommend only what is in your best interests when it comes to your investments.

As you get closer to retirement age, it becomes critical to look at all aspects of retirement. Reducing risk over time to move toward more safety and security is the goal. We will help you examine and compare your Social Security filing options, consider taxation, and design your retirement income plan.

Having an estate plan in place can protect your whole family, and helps ensure that your wishes are carried out in any eventuality. We work with attorneys to develop documents to help your family in case of incapacitation, and to transfer wealth to them in the most tax-advantaged way possible.

The tax advice we give is designed to look ahead into the future, and help reduce taxes you might be surprised to owe in retirement. Required Minimum Distributions (RMDs) which start at age 70-1/2 can trigger unexpected taxation if you haven’t created a distribution strategy for tax-deferred accounts.

When we develop a financial plan for you, we help undertake a thorough analysis of your financial life now and into the projected future in order to help you meet your objectives. A written financial plan allows us to have a roadmap to work toward, and to review at least yearly.

New insurance products like fixed and fixed indexed annuities developed in the last decade not only shift certain retirement risks to insurance carriers, but can offer growth opportunity. Annuities may be suitable for some as an alternative to bonds in the portfolio.

Education Is a
Big Part of Our
Mission

At Scottsdale Wealth Advisory, we believe that people need financial information in order to make decisions that help them succeed. We organize panels of industry leaders to speak at venues like the MIM (Musical Instrument Museum) as well as exciting local restaurants. Our goal is to make our events fun as well as helpful and information-packed.

Our Blog: "Brent's Insights"

Resources

Videos

We have a library of videos about financial matters that can impact you and your family’s wealth, and your retirement. If you have any questions or want to get more detailed information about your own personal financial situation, please don’t hesitate to call us at (480) 247-9090.